See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,333 | $109,413+58.4% | $156,263+10.9% | $84,808+104.4% |
| Participation rate | 87.0% | 72.7%+14.3pp | 78.9%+8.1pp | 68.3%+18.7pp |
| Annual return | 16.23% | 20.18%-4.0pp | 59.47%-43.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,310 | $2,907+13.9% | $4,333-23.6% | $2,631+25.8% |
| Participant deferral / active EE | $8,575 | $4,590+86.8% | $6,158+39.2% | $4,212+103.6% |
| Admin fee / account holder | $4,049 | $9,357-56.7% | $14,255-71.6% | $7,344-44.9% |